Oscar De La Renta, LLC 401k Plan — Form 5500 plan (Oscar De La Renta, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oscar De La Renta, LLC 401k Plan is a benefit plan reported by Oscar De La Renta, LLC under EIN 80-0617350 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $11,901,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oscar De La Renta, LLC
EIN
80-0617350
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
312
End-of-year plan assets
$11,901,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241212161352NAL0012740865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,901,459
Total liabilities (EOY)
$0
Net assets (EOY)
$11,901,459
Net assets (BOY)
$10,757,517

Income & contributions

Participant contributions
$746,610
Total contributions
$747,532
Total income / additions
$2,638,278

Expenses & distributions

Benefits paid
$1,488,162
Administrative expenses
$6,174
Total expenses
$1,494,336
Net increase / (decrease)
$1,143,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial Services AdSERVICE PROVIDER$0$23,7892023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$5,887$02023

Related Form 5500 pages